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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $163,720 | $172,111-4.9% | $150,298+8.9% | $137,256+19.3% |
| Participation rate | 60.0% | 81.7%-21.7pp | 77.8%-17.8pp | 80.0%-20.0pp |
| Annual return | 19.55% | 69.37%-49.8pp | 62.79%-43.2pp | 220.34%-200.8pp |
| Employer contribution / active EE | $3,060 | $4,636-34.0% | $4,154-26.3% | $4,156-26.4% |
| Participant deferral / active EE | $8,306 | $6,166+34.7% | $5,453+52.3% | $6,407+29.6% |
| Admin fee / account holder | $8,421 | $16,471-48.9% | $14,116-40.3% | $12,270-31.4% |